Salesforce Add-on

How to automatically create leads, contacts and qualify leads with interactive video data.

Written by Patrick Farley Updated over a week ago

The Salesforce Module enables the HapYak Analytics engine to pass data directly to your Salesforce instance. The module will automatically create Leads, Contacts and Campaign objects, or connect to existing objects. For advanced users, the module can be configured to work with Salesforce Custom Objects.

Requirements

You must be an Enterprise Salesforce customer with access to "Integration with Web Service API".

You must be an Enterprise HapYak customer and have the Salesforce Add-on added to your account. Contact support@hapyak.com to get that added.